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Copilot in Email Templates

Document Dispatch Copilot offers you the possibility to create templates with AI. Simply explain to the Copilot what you want to do with the templates, like sending an Issued Reminder, or an invoice. Document Dispatch Copilot will automatically create the best suiting template. Document Dispatch Copilot also offers you the capabillity to translate existing templates

How to Access this Copilot Capabillity?

  1. Click on the search icon in the top-right corner .
  2. Search for Document Dispatch - Email Templates and open the page.
  3. On the newly opened page, execute the edit action for the Template Line, you want to create new templates for.

Here you can execute the highlighted action Create or Translate.

Create a Template

This action will create a single template and the placeholders suiting to the created template. This action is best suited to quickly setup a dispatch profile.

  1. Select a language
  2. Select the Dispatch Profile the Copilot should create the placeholders and emails for(default is the current dispatch profile).
  3. Enter the Prompt, for examples you can have a look into the prompt guide provided by the copilot.
  4. Execute Generate.
  5. Review the created email, you can save it with the Keep it action. If you want to regenerate the response, you can click on Regenerate. You can also change the Tone for the Email.

Translate a Template

This action will create the placeholders suiting to the dispatch profile you have selected. This action is best suited to quickly setup a placeholders for a dispatch profile.

  1. Select a language
  2. Execute Generate.
  3. Review the translated email, you can save it with the Keep it action. if you want to regenerate the response, you can click on Regenerate.

See also